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GR

George S. Reed

HARDY REED
TUPELO, MS 38804
Some features on this profile are disabled
CRD#: 1427225
GR

Professional summary


George Scott Reed is a registered financial advisor currently at HARDY REED, LLC located in Tupelo, Mississippi.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. George has worked at 2 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RW Reed Co., not investment-related; 101 S. Spring St. Tupelo, MS 38804, Retail Clothing, Board of Directors Treasurer, 30 hours a year - occasionally during trading hours; attend board meetings. Reed Manufacturing Co., not investment-related; 1321 S. Veterans Memorial Blvd, Tupelo, MS 38804; Commercial & Wholesale Workwear, Board of Directors, attend board meetings. Stonewater Adolescent Recovery Center, not investment-related, 38-CR-362 Oxford, MS 38655, Treatment center; Chairman of the Board, attend board meetings.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view George Scott Reed's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 25, 2006 - Present

HARDY REED, LLC

Office #1: 101 S. Front Street, Tupelo, MS 38804
RIA
CRD#: 141024
TUPELO, MS
Past

May 16, 2003 - August 25, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
TUPELO, MS
Past

December 3, 1985 - August 25, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
TUPELO, MS

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HR
HARDY REED, LLC
COMMODORE INVESTMENT COMPANY, INC. | HARDY REED, LLC | HARDY REED FRUGE CAPITAL ADVISORS, LLC | HARDY REED CAPITAL ADVISORS, LLC | HARDY REED | COMMODORE INVESTMENT COMPANY, LLC

CRD#: 141024 / SEC#: 801-66976

RIA
Registered Investment Advisory firm - (7/5/2006 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Mississippi
(8/25/2006)
IAR
Texas
(4/10/2007)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/29/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HR
HARDY REED, LLC
COMMODORE INVESTMENT COMPANY, INC. | HARDY REED, LLC | HARDY REED FRUGE CAPITAL ADVISORS, LLC | HARDY REED CAPITAL ADVISORS, LLC | HARDY REED | COMMODORE INVESTMENT COMPANY, LLC

CRD#: 141024 / SEC#: 801-66976

RIA
Registered Investment Advisory firm - (7/5/2006 Approved)
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Contact information


Main Address
101 S. Front Street, Tupelo, MS 38804
Mailing Address
P.o. Box 437, Tupelo, MS 38802-0437
Phone number
(662) 823-4722
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (10 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HARDY REED FORM ADV PART 2A BROCHURE (3/7/2025)

Regulatory assets under management


Total Number of Accounts365
AUM (Assets Under Management)$ 2,357,448,960

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HARDY REED, LLC

CRD#: 141024Tupelo, MS 38804

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